by asoto64 | Nov 10, 2025 | Lifestyle & Life Events
Moving to North Carolina? Financial Steps to Take Before and After the Move North Carolina has become a top destination for families, retirees, and professionals seeking affordability, natural beauty, and a high quality of life. But relocating to a new state comes...
by asoto64 | Oct 30, 2025 | Family & Legacy
Financial Planning for New Parents: What to Do Before Your Baby Arrives Welcoming a new baby is one of life’s most joyful milestones—but it also comes with serious financial responsibilities. From medical costs to daycare, life insurance to college savings, your...
by asoto64 | Oct 15, 2025 | Investment & Retirement
Is It Time to Rebalance Your Investment Portfolio? Your investment portfolio isn’t a “set it and forget it” strategy. Over time, market movements can shift your asset allocation far from your original targets, increasing risk or reducing your growth potential....
by asoto64 | Sep 30, 2025 | Financial Education
7 Financial Mistakes to Avoid in Your 40s and 50s Your 40s and 50s are critical decades for financial planning. These are the years when your peak earning potential intersects with important life transitions—raising kids, funding college, advancing your career, and...
